Private Client Banker
About this role
Job title: Private Client Banker
About the Role Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets.
What You'll Do
- Focus on the entire client relationship with a plan-based approach to financial advice.
- Deliver and refer appropriate financial solutions to clients with up to $2M in investable assets.
- Help new and existing clients achieve confidence in their financial wellness as part of the Key Private Client Program.
What We're Looking For
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